Create Envelope

AutomatR.DocuSign.Activities.CreateEnvelope

The "Create Envelope" activity in AutomatR is part of the DocuSign activities package, facilitating the creation of a new envelope for document signing. This activity streamlines the process of sending documents for signatures, enhancing the efficiency of automation workflows.

Properties

Name	Description
Input
Email Subject	Provide the email subject for the envelope. String variables containing the email subject.
Document Details	Enter document paths in a comma-separated format. The documents to be included in the envelope. String variables containing the document paths.
Recipient Details	Enter the recipient email (key) and name (value) in the form of a Dictionary<String, String> variable. The dictionary should contain email addresses as keys and recipient names as values.
Misc
Display Name	Provides a customizable name for the activity displayed in the workflow. The display name enhances clarity and organization within the automation project. String variables containing the desired display name.
Optional
Delay	Specifies the amount of time (in seconds) to wait before executing the "Create Envelope" activity. This can be useful for handling synchronization issues. Integer variables containing the delay duration. Example: If the amount of time is 1000 milliseconds or 1 sec, i.e., 1.
Output
Response	Returns the created Envelope information as an EnvelopeSummary object. The EnvelopeSummary contains details about the newly created envelope, including the EnvelopeId and other properties. You can use this EnvelopeSummary object to refer to the created envelope in subsequent activities. Variables of type EnvelopeSummary to store the response.

How to use:

1. Drag and drop the "Create Envelope" activity onto the workflow.
2. Configure the properties by specifying the email subject, document details, and recipient details.
3. Optionally, configure the delay and customize the display name.
4. Execute the workflow to create a new envelope in DocuSign, initiating the document signing process.

Example: Consider an example where the "Create Envelope" activity is used to create an envelope with the following details:

Create Envelope:
  Display Name: "Create Contract Envelope"
  Email Subject: "Please Sign Contract"
  Document Details: "C:\Documents\Contract.pdf,C:\Documents\Terms.pdf"
  Recipient Details: {"recipient1@example.com":"John Doe", "recipient2@example.com":"Jane Doe"}
  Response: envelopeSummary

In this example, the activity creates an envelope with the specified email subject, document details, and recipient details. The response from the activity, including the envelope summary, is stored for further handling in the workflow.